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ALPS O'Shares U.S. Quality Dividend ETF

136 hedge funds and large institutions have $339M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 136136 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

1.97% less ownership

Funds ownership: 48.01%46.05% (-2%)

13% less capital invested

Capital invested by funds: $391M → $339M (-$52.2M)

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
44
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.3M -$1.21M -20,932 -1%
LPL Financial
2
LPL Financial
California
$29.7M +$305K +5,253 +1%
Bank of America
3
Bank of America
North Carolina
$21.1M -$1.22M -20,947 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.8M -$594K -10,241 -3%
MOS
5
MGO One Seven
Ohio
$15.2M +$99.5K +1,714 +0.6%
Wells Fargo
6
Wells Fargo
California
$15.1M -$3.03M -52,220 -16%
KAS
7
Kestra Advisory Services
Texas
$14.4M -$16.8K -289 -0.1%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$10.8M -$158K -2,717 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$10.5M -$2.61M -45,039 -19%
UBS Group
10
UBS Group
Switzerland
$10.4M -$305K -5,252 -3%
KPWS
11
Kestra Private Wealth Services
Texas
$6.24M -$88.8K -1,530 -1%
EH
12
Equitable Holdings
New York
$6.22M -$954K -16,443 -13%
Goldman Sachs
13
Goldman Sachs
New York
$5.43M +$3.83M +66,067 +210%
TSMHT
14
Thurston Springer Miller Herd & Titak
Indiana
$4.67M -$2.77M -47,719 -36%
Stifel Financial
15
Stifel Financial
Missouri
$4.33M -$852K -14,680 -16%
PAG
16
Private Advisor Group
New Jersey
$4.3M -$225K -3,869 -5%
SA
17
Sanctuary Advisors
Indiana
$4.23M -$138K -2,378 -3%
P
18
&Partners
Tennessee
$4.01M -$1.64M -28,306 -28%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.61M +$94.5K +1,628 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.2M -$465K -8,006 -12%
AAS
21
Ameritas Advisory Services
Nebraska
$3.16M +$35.9K +618 +1%
SWP
22
Stratos Wealth Partners
Ohio
$3.1M +$7.95K +137 +0.2%
AA
23
ALPS Advisors
Colorado
$3.1M
NA
24
NewEdge Advisors
Louisiana
$2.99M -$463K -7,981 -13%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.72M -$89K -1,534 -3%